Managing Director, AI Services
On-siteSan Francisco, California, United States or New York, United States
Job Summary
Define and execute the vision, go-to-market positioning, and operating model for InvestorFlow's AI Consulting Practice, establishing service offerings, engagement frameworks, and delivery standards. Lead flagship AI consulting engagements, guiding clients through readiness assessments, strategy development, and implementation roadmaps while overseeing end-to-end delivery to ensure quality and measurable outcomes. Build and develop a high-performance consulting team, including hiring, mentoring, and performance management, while collaborating with Product to develop reusable intellectual property and accelerators. Partner with Sales to originate and close new business, develop compelling proposals, and expand opportunities within the existing client base. Serve as the internal authority on AI in private markets, advising leadership on market trends and representing InvestorFlow at key industry conferences and roundtables.
Required Qualifications
- 12+ years of progressive consulting experience
- at least 4–6 years in a senior leadership role (Principal, Partner, Managing Director, or equivalent) at a top-tier management consulting firm, boutique advisory, or a technology-led consulting practice
- Demonstrated expertise in AI strategy, AI adoption, and enterprise AI implementation
- ability to engage credibly at both the strategic and operational levels
- Experience working with financial services or investment management clients
- direct exposure to private markets (private equity, private credit, real assets, or alternatives)
- Proven commercial track record: experience driving revenue through origination, proposal development, and client relationship expansion
- History of building or meaningfully scaling a consulting practice, service line, or center of excellence
- Exceptional executive communication and presentation skills
- ability to command a room with senior client stakeholders and internal leadership alike
- Substantive knowledge of AI/ML technologies, including large language models, generative AI applications, and AI-driven workflow automation
- Familiarity with the private markets front-office — investor relations, fundraising, capital allocation, LP reporting, and deal sourcing workflows
- Understanding of CRM ecosystems and enterprise data strategy in the context of investment management operations
- Ability to translate complex AI concepts into clear business value propositions for non-technical stakeholders
- Bachelor's degree
- MBA or advanced degree (Computer Science, Data Science, Finance, or related field)
Desired Qualifications
- Experience working with financial services or investment management clients; direct exposure to private markets (private equity, private credit, real assets, or alternatives) strongly preferred
- MBA or advanced degree (Computer Science, Data Science, Finance, or related field) strongly preferred
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